Joel Mayer
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Refresh Conversations
Refresh Conversation View to get the latest updates on conversations with a record and be confident you are up to speed on the latest developments. Refresh Conversations In Conversation View, click...
View Email, Call and SMS history
Conversation View empowers you to view phone calls, SMS and email messages inside Salesforce so you can track Conversations that were performed with Leads, Contacts, Opportunities, and Accounts in ...
InstaQueues (Outbound)
Conquer Voice Queues are similar to creating a personal Campaign, but only the InstaQueue creator can access it.To manage your Conquer Voice Queues, navigate to the Queues subtab of the “DS User” t...
Adding the Cadence Actions Component to Salesforce Objects
Adding the Cadence Actions component allows managers to add Cadence Actions to a Salesforce Object of choice. Cadence Actions can be added to Lead, Account, Contact, or Opportunity page layouts. Su...
Idle Timer Profiles
Idle Timers Overview When incoming calls to a queue are configured to be delivered using the round-robin method, Idle Timers help to determine which agent should receive the inbound call if more th...
CRM Queries (CRM Query Creation Required)
You must first create a CRM Query before you can start adding individual Queries to your group. Multiple data queries can be added to a CRM Query to be searched within a Call Flow. Queries in the ...
Adding the Cadence Activity Tab
Adding the Cadence Activity Tab to both Salesforce lists and objects allows managers and users to track activity on Cadence Members and Touchpoints within a cadence. Add Cadence Members and Touchpo...
Exit Rules
Exit Rules are condition-based, Cadence-specific rules about when to remove a record from a Cadence. Once created, they apply to all steps in the Cadence for which they are configured. You can find...
Create a CRM Query
CRM Queries are a collection of single (not recommended) or multiple queries that can be used in a Call Flow to look up record data in Salesforce allowing the call to be routed based on the results...
Adding the Cadence Assignment Button
Adding the Cadence Assignment button allows managers to bulk enroll object records to cadences from the Salesforce List View. Adding the Custom List Button From the Salesforce Setup menu, navigat...